Forbes Financial Planning

Latest statistics and disclosures from Forbes Financial Planning's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VEA, VBR, SLYG, VTI, NEAR, and represent 32.27% of Forbes Financial Planning's stock portfolio.
  • Added to shares of these 9 stocks: AAPL, FENI, FBND, FVAL, GSLC, SO, JMUB, AGG, VUG.
  • Started 2 new stock positions in JMUB, SO.
  • Reduced shares in these 10 stocks: FBCG, BND, VEA, NEAR, VCSH, PLTR, SPIB, VTV, VBR, VTI.
  • Sold out of its positions in FBCG, PLTR.
  • Forbes Financial Planning was a net seller of stock by $-183k.
  • Forbes Financial Planning has $135M in assets under management (AUM), dropping by -34.59%.
  • Central Index Key (CIK): 0001911316

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Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 31 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.1 $9.6M -2% 189k 50.83
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Vanguard Index Fds Sm Cp Val Etf (VBR) 6.5 $8.8M 47k 186.29
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Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 6.4 $8.7M 104k 83.00
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Vanguard Index Fds Total Stk Mkt (VTI) 6.2 $8.4M 30k 274.84
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Ishares U S Etf Tr Short Duration B (NEAR) 6.0 $8.1M -2% 160k 50.87
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Ishares Tr Core Us Aggbd Et (AGG) 5.9 $8.0M 81k 98.92
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Ishares Tr Core S&p500 Etf (IVV) 5.8 $7.8M 14k 561.91
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Spdr Ser Tr Portfolio Intrmd (SPIB) 5.4 $7.3M -2% 220k 33.24
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Vanguard Index Fds Value Etf (VTV) 5.1 $6.9M -2% 40k 172.74
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Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 5.1 $6.9M -2% 87k 78.94
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Fidelity Covington Trust Vlu Factor Etf (FVAL) 5.0 $6.7M +10% 112k 59.59
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Apple (AAPL) 4.9 $6.5M +22% 25k 261.66
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Fidelity Merrimack Str Tr Total Bd Etf (FBND) 4.0 $5.4M +19% 117k 45.65
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.9 $5.3M -9% 72k 73.45
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Spdr Ser Tr S&p Divid Etf (SDY) 3.8 $5.2M 38k 135.68
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Ishares Tr Core Div Grwth (DGRO) 3.2 $4.3M 70k 61.78
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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC) 2.8 $3.8M +8% 34k 110.08
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Select Sector Spdr Tr Technology (XLK) 2.6 $3.6M -2% 17k 206.48
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 2.1 $2.9M 73k 39.37
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $2.1M 3.8k 559.39
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Select Sector Spdr Tr Energy (XLE) 1.5 $2.1M -3% 22k 93.45
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Fidelity Covington Trust Enhanced Intl (FENI) 1.2 $1.7M +181% 56k 29.76
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Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $1.6M 11k 146.01
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Ishares Tr S&P SML 600 GWT (IJT) 0.6 $753k 6.1k 124.51
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Microsoft Corporation (MSFT) 0.5 $689k 1.8k 375.39
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Amazon (AMZN) 0.4 $552k 2.9k 190.26
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Vanguard Index Fds Growth Etf (VUG) 0.3 $383k +6% 1.0k 370.82
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Ishares Tr U.s. Utilits Etf (IDU) 0.3 $345k 3.4k 101.42
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Visa Com Cl A (V) 0.2 $317k 904.00 350.46
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Southern Company (SO) 0.2 $221k NEW 2.4k 91.95
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J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.2 $206k NEW 4.1k 50.00
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Past Filings by Forbes Financial Planning

SEC 13F filings are viewable for Forbes Financial Planning going back to 2021